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Below is a list of our Latin America Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
Mexico's trade deficit increased in June, due mostly to rising oil imports, thanks to higher prices.
Exports are also performing strongly, particularly manufactured goods, but risks have emerged.
Colombia's BanRep will likely hike by another massive 150pbs today, and more tightening is coming.
A disinflation trend is emerging in Brazil, thanks to the government’s efforts to control key prices...
...And, at the same time, to boost president Bolsonaro’s chances of being re-elected.
The deteriorating fiscal outlook, however, is becoming a key threat for inflation next year.
In one line: A downward trend emerges thanks to the government's measures.
In one line: In line with expectations; the downtrend will resume in Q3.
In one line: Core pressures remain elevated, despite a relatively good headline.
In one line: Disinflation resumes as some shocks ease.
In one line: Overshooting expectations, but the picture likely will improve at the margin in Q3.
Banxico delivered another bold rate hike, and their tone has turned even more hawkish.
Inflation continues to head north in Brazil, due mainly to the effect of global supply shocks.
Further rate hikes will help to reduce inflation expectations, but will bring the economy to its knees.
In one line: Underlying pressures remain elevated, but headline inflation is peaking.
Retail sales in Brazil rebounded in Q1, despite high inflation and tighter financial conditions...
...The reopening and further fiscal support have driven the recovery, but momentum will ease soon.
The real income squeeze and further interest rate hikes will hurt, but consumption won't collapse.
Brazil's industrial sector supported growth in Q1, despite an array of domestic and external shocks.
Leading indicators and survey data, particularly the PMI, suggest that the recovery will continue in Q2...
...But the outlook remains challenging on the back of still-high inflation and lingering supply issues.
Inflation in Brazil hit another two-decade high in April, due to rising commodity prices.
The COPOM will hike boldly next week, but the tightening probably will be over; inflation is peaking.
The recovery in employment is back on track in Mexico, but it will stall soon as the economy struggles.
In one line: Undershooting expectations, but pressures remain elevated.
In one line: Inflation rocketed in March, as the effect of multiple shocks persists.
In one line: Underlying pressures remain high.
In one line: A pause in the downtrend; conditions have deteriorated recently.
In one line: Grim, due mainly to lingering Covid-related shocks.
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